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Innoviva

198 hedge funds and large institutions have $1.2B invested in Innoviva in 2023 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 67 increasing their positions, 71 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

895% more call options, than puts

Call options by funds: $1.87M | Put options by funds: $188K

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

34% more capital invested

Capital invested by funds: $892M → $1.2B (+$306M)

21% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 24

11.61% more ownership

Funds ownership: 104.93%116.54% (+12%)

3% more funds holding

Funds holding: 193198 (+5)

6% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 71

Holders
198
Holders Change
+5
Holders Change %
+2.59%
% of All Funds
2.89%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
29
Increased
67
Reduced
71
Closed
24
Calls
$1.87M
Puts
$188K
Net Calls
+$1.68M
Net Calls Change
+$1.33M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
176
Parallel Advisors
California
$10.7K +$3.33K +238 +55%
EWA
177
EverSource Wealth Advisors
Alabama
$9.21K
Bessemer Group
178
Bessemer Group
New Jersey
$8K
MPWT
179
MassMutual Private Wealth & Trust
Connecticut
$7.88K +$98 +7 +1%
PS
180
Principal Securities
Iowa
$7.55K +$6.59K +471 New
Fifth Third Bancorp
181
Fifth Third Bancorp
Ohio
$7.33K +$867 +62 +16%
TPCW
182
TD Private Client Wealth
New York
$6.88K
AF
183
Allworth Financial
California
$6.05K +$1.86K +133 +55%
RFG
184
RFP Financial Group
Georgia
$4.99K +$4.35K +311 New
LC
185
Lindbrook Capital
California
$4.94K
Daiwa Securities Group
186
Daiwa Securities Group
Japan
$4K
CMBA
187
C.M. Bidwell & Associates
Hawaii
$3.61K -$125K -8,919 -98%
PCFFS
188
Pacific Center for Financial Services
California
$3.21K
FFA
189
Farther Finance Advisors
California
$1.93K -$168 -12 -9%
CAL
190
Capital Advisors Ltd
Ohio
$1K
PWMG
191
Private Wealth Management Group
New Jersey
$786 +$685 +49 New
BIA
192
Bell Investment Advisors
California
$706
FMII
193
Farmers & Merchants Investments Inc
Nebraska
$658
FSWA
194
Financial Synergies Wealth Advisors
Texas
$424
GWS
195
Glassman Wealth Services
Virginia
$289 +$252 +18 New
EC
196
Elequin Capital
New York
$225 -$84 -6 -30%
JFA
197
JNBA Financial Advisors
Minnesota
$113
HNB
198
Huntington National Bank
Ohio
$10
Millennium Management
199
Millennium Management
New York
-$4.87M -375,136 Closed
CSS
200
Cubist Systematic Strategies
Connecticut
-$2.38M -183,203 Closed

INVA Hedge Fund Activity: Q4 2023 in Review

198 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Innoviva (INVA) for Q4 2023, worth a combined $1.2B — up 34% from $892M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new INVA positions and 24 closed out — a net gain of 5 holders — while 67 added to existing stakes and 71 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $47.5M. The largest seller was American Century Companies, cutting an estimated $9.62M.

  • 198 institutional investors held Innoviva (INVA) as of Q4 2023, up from 193 in Q3 2023.
  • Funds reported $1.2B of Innoviva stock for Q4 2023, up 34% quarter-over-quarter.
  • 29 funds opened new Innoviva positions in Q4 2023 and 24 closed out, a net change of +5 holders.
  • The largest Innoviva buyer in Q4 2023 was Morgan Stanley, an estimated $47.5M added.
  • The largest Innoviva seller in Q4 2023 was American Century Companies, an estimated $9.62M sold.

Based on aggregated 13F filings for Q4 2023.